2025-12-28 05:00:18

#数字资产市场动态 The Bank of Japan's decision will be announced tonight, and the global liquidity markets will have to hold their breath.

To put it simply, Japan's economy is currently quite distressed—Q3 GDP annualized plummeted by 2.3%, domestic demand is weak, and external pressures are also significant. The new cabinet has rolled out a massive ¥21.3 trillion stimulus package, aiming to boost the economy through stimulus measures. However, the hawkish side of the central bank isn't convinced, calling for interest rate hikes and implementing an annual ¥6.2 trillion ETF reduction, gradually moving toward normalization policies.

These two departments are at odds, and ultimately, who suffers? The global markets.

For the crypto market, the core issue is: where will the yen flow? If Japan's economy truly can't handle it and the new government is determined to loosen monetary policy, the pressure on global liquidity will ease, giving risk assets like Bitcoin a chance to breathe. Conversely, if the hawks win and interest rate hikes accelerate, a major unwind of arbitrage trades could cause short-term shocks.

The smartest approach at this stage is simple: hold onto core assets tightly and wait patiently for the smoke to clear from Japan. The more volatile the market, the more it tests patience and resolve.

$BTC $ETH $BNB

BTC0,53%

ETH0,5%

BNB2%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

10 Likes

Reward
10
5
Repost
Share

Comment

0/400

staking_gramps

· 8h ago

The Bank of Japan's move is likely to stir up global capital flows again. The hawkish stance is opposing the government, and we can only passively take the hit. I think the best strategy in this situation is to hold onto the core assets without moving.

View OriginalReply0

IntrovertMetaverse

· 8h ago

How the Bank of Japan chooses tonight will directly determine whether we can handle this wave of market movement. Holding tight and not letting go is the real key.

View OriginalReply0

BridgeJumper

· 8h ago

The Bank of Japan's move really depends on whether the hawks or the government blink first. For now, it's just a hold-and-wait stance.

View OriginalReply0

TokenStorm

· 8h ago

Hawk vs Dovish, no matter how the Bank of Japan plays this chess game, someone will get hurt. We retail investors just hide in the eye of the storm. From a technical perspective, volatility under such policy uncertainty usually allows for an arbitrage margin of 3-5 percentage points, provided you keep a steady mindset. On-chain data from yesterday shows that whales are accumulating again, indicating that smart money has already placed their bets. We're still here debating whether to hike interest rates or not, which is a bit awkward. I agree with the advice to hold tight, but honestly, with such high risk, it's really hard to predict the short-term trend based on backtested historical similar events. Once Japan eases up, the moment when the USD arbitrage positions are closed will be the real harvest time. Let's see who can hold on until then.

View OriginalReply0

SchrodingerWallet

· 8h ago

The Bank of Japan is about to stir up trouble again, with hawks and doves clashing, and we are caught in the crossfire. Hold steady and watch them hurt each other. It's the same old story; during liquidity tightening, patience is the biggest test. The flow of yen determines everything; the time to make a stand has arrived. Is a wave of liquidation and forced closures coming? Staying steady on core assets is the key. GDP is jumping wildly; Japan is also facing difficulties. Waiting for the wind to come, avoiding the peak. If this round is won by the hawks, we will indeed face short-term setbacks. Mindset first, resilience second, making money third. With Japan's economy so sluggish, it might actually be a boon for risk assets. Central bank decisions are essentially a gamble; at most, we are just spectators.

View OriginalReply0